Now: What I’m Working On
Here’s what I’m focused on right now. This is a now page.
Written in February 2026 from my home desk in New York City.
The Bear Cave
I spend most of my time running The Bear Cave, my investigative newsletter focused on corporate misconduct.
I write deep-dive reports on U.S.-listed companies, typically in the $1B to $10B range, that I believe are misleading investors or harming customers.
The newsletter has grown to over 50,000 subscribers, with more than 1,300 paid readers, and it now brings in over half a million dollars in annual recurring revenue.
My work includes everything from filing FOIA requests to digging through SEC filings and earnings transcripts, always looking for the red flags others tend to miss.
The Bear Cave started as a way to get noticed by hedge funds. Now it’s my full-time career.
Sunday’s Idea Brunch
Alongside The Bear Cave, I publish Sunday’s Idea Brunch, where I interview great investors and highlight new ideas from around the industry. It has around 700 paid subscribers and generates roughly $50,000 in ARR.
I enjoy this newsletter because it lets me shift from investigative work to long-form conversations and learn from some of the sharpest minds in finance.
The two newsletters complement each other well. One exposes misconduct, and the other spotlights high-quality thinking.
Building a Newsletter Business
Most people see the final product, the reports that sometimes move markets within hours. What they don’t see is the behind-the-scenes work: writing, researching, answering subscribers, and handling the operational side of a growing paid newsletter.
I recently sat down with Swen Lorenz for an in-depth conversation about the business side of what I do, covering how I create and monetize value for investors, the products I’ve launched, and what I’ve learned building this enterprise. We also discussed how I’m using AI to automate parts of StockPromotionTracker.com and what niches remain underserved in finance content.
Even though I can work four hours a week during slow periods, other weeks can stretch to 100 hours when I’m deep into an investigation.
I’m continuously improving pricing, subscriber experience, and growth strategies. My long-term goal is to scale to $1M ARR, a milestone that feels within reach given current momentum.
Personal Growth & Daily Habits
My goals these days are mostly personal: staying in great shape, doing meaningful work, and having fun.
I walk about 15,000 steps every day, which helps clear my mind and gives me space to think through investigations.
Walking has become such a big part of my creative process that I consider it essential to my job. I’m also working on maintaining balance in a field where the lines between “research” and “hobby” tend to blur.
Looking Ahead
I originally started The Bear Cave to get noticed by hedge funds. Now many of those same hedge fund managers are paid subscribers. My ambitions have shifted. I’m focused on building an independent media brand, exposing misconduct, and becoming a reliable source for investors who want clarity in a noisy market.
I’m also expanding the toolkit I offer investors. I published a curated list of the best X accounts for short idea generation in 2026, and I continue to build out resources like FOIAsearch.com, CommentLetterSearch.com, and 8Ksearch.com.
Corporate wrongdoers should know. I’m still watching.
